Category Archives: Other

Lilly Q4 ‘25 Earnings

Lilly hosted its Q4 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio.  Of note, its stock is up ~10% today, after reporting strong Mounjaro and Zepbound sales. Below, FENIX provides highlights and insights from the call.

This content is for Read Less members only.
Register
Already a member? Log in here

Novo Reports Topline Cagrisema T2DM Data; Additional Nimacimab Results; Medtronic Expands 780G Access; SanegeneBio Partners with Roche; NMPA Approves Sciwind’s Ecnoglutide in T2DM 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Skye Bioscience, Medtronic, SanegeneBio/Roche, and Sciwind Biosciences. Below, FENIX provides highlights and insights for the respective news items, including a hypothesis around Novo’s cagrisema strategy.

This content is for Read Less members only.
Register
Already a member? Log in here

Roche and Sanofi Q4 ’25 earnings; New Fractyl Revita Data

Three cardiometabolic-related news items have been observed: Roche (view press release; view slides) and Sanofi (view press release; view slides; view infographic) hosted their respective Q4 ’25 earnings calls; and Fractyl Health announced 6-month results from its REMAIN-1 Midpoint Cohort for the Revita procedure (view press release). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Trulicity on Medicare Negotiation List; Novo Outspends Lilly on GLP-1RA Advertising; Ro’s GLP-1RA Super Bowl Commercial

Three cardiometabolic-related news items have been observed: CMS included Lilly’s Trulicity for the third round of Medicare price negotiations (view press release); Novo spent nearly $500M on US advertising of Wegovy and Ozempic (view article); and Ro announced plans to air a “Healthier on Ro” Super Bowl commercial (view press release). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Roche Ph2 CT-388 Topline Data; Lilly Initiates Fourth Ph3 Eloralintide Trial; Arrowhead Initiates Ph1/2a ARO-DIMER-PA Study; Argo Doses First Patient in Ph2b siRNA Study; Myqorzo Available in US and Cytokinetics Partners with Olympic Gold Medalist for HCM

A series of cardiometabolic-related news items has been observed from Roche, Lilly, Arrowhead, Argo, and Cytokinetics. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Novo’s Wegovy Pill Off to Quick Start; New Ph3b Retatrutide Study; Lilly Launches Obesity Campaign; Biomed Initiates Two Ph3 Quadruple Agonist Trials; Alveus Advances Obesity Asset; Afrezza Label Update; January CHMP Agenda

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Biomed Industries, Alveus Therapeutics, MannKind, and EMA. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Novo Initiates Two Cagrisema Formulation/Device Trials; Lilly Initiates Third Ph3 Eloralintide Trial; FDA Approves Zepbound Kwikpen; Roche Increases Investment for Obesity Manufacturing Site; Abbott Q4 ’25 Earnings; CORXEL Closes $287M Series D1 Funding; Sesame Partners with Novo for Wegovy Pill

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Roche, Abbott, Corxel Pharmaceuticals, and Sesame. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Roche Initiates Ph3 Obesity Program; Novo Partners for T1DM and Launches New Ozempic Campaign; Ascletis Selects Obesity Candidate; BioAge Expands NLRP3i Development; Richard DiMarchi Featured in IU Commercial

A series of cardiometabolic-related news items has been observed from Roche, Novo Nordisk, Ascletis Pharma, BioAge Labs, and Indiana University. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here